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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,101 | $76,608-98.6% | $56,077-98.0% | $145,877-99.2% |
| Participation rate | 53.8% | 63.2%-9.4pp | 52.5%+1.3pp | 80.3%-26.5pp |
| Annual return | 13.92% | 3009.59%-2995.7pp | 1709.28%-1695.4pp | 551.28%-537.4pp |
| Employer contribution / active EE | $77 | $1,382-94.4% | $1,040-92.6% | $4,663-98.3% |
| Participant deferral / active EE | $310 | $2,624-88.2% | $1,954-84.1% | $6,691-95.4% |
| Admin fee / account holder | $12 | $3,325-99.6% | $2,825-99.6% | $13,402-99.9% |